Marui Group

Major retail groups · 8252

The Japan read

From the company's own filing for Q1 (Apr–Jun 2026) · reported 2026-08-04 · the filing

JapanExisting-store transaction volume rose 13%, a 47th straight month of growth, and idle floor space fell to 4,000 tsubo from 5,300, which Marui expects to be the bottom.
StoresTransaction volume jumped at Namba (+39.2%), Hakata (+33.2%), Shinjuku (+21.8%) and Yurakucho (+20.8%); Marui says big-selling tenants such as Pokémon Center and ONE PIECE BASE SHOP lifted variable rent.
StoresMarui City Yokohama closed on 28 February 2026 and floor space stands at 358,900 m² against 383,600 m² a year earlier; its fan-focused replacement in Yokohama Sky Building sells three times more per tsubo.
Not disclosedMarui gives no inbound or tax-free sales figure, and its store numbers are transaction volume including tenants (取扱高), not revenue, so they measure tenants' trade rather than Marui's own income.

Other callouts in the filing

One-offReceivables securitisation cut operating profit by ¥1.8bn, with transfer gains down ¥1.5bn to ¥3.4bn; excluding it, operating profit grew ¥3.3bn (retail +¥0.9bn, fintech +¥2.3bn).
OutlookFull-year operating-profit guidance was raised ¥0.5bn to ¥55.5bn, entirely from retail (now ¥12.0bn); fintech stays at ¥51.0bn and net income guidance at ¥29.5bn.

floortok's reading of the filing, in our own words. Figures are the company's own; where a growth rate is our arithmetic, it says so.

Show figures in

floortok holds 2 reported periods for this company.

Q1 (Apr–Jun 2026) · Year-to-Date

Reported 2026-08-04

Revenue¥72.4bn+7.4%

Operating profit¥15.4bn+10.5%

Net income¥9.0bn+14.0%

Marui — retailer and fintech in equal measure — opened its new fiscal year (April–June 2026) with a record first quarter: revenue rose 7.4% to ¥72.4bn, operating profit 10.5% to ¥15.4bn, and net income 14% to ¥9.0bn, its sixth straight quarter of revenue growth. The EPOS-card fintech arm stayed the bigger profit engine (¥14.0bn, +3%) on record card-credit transaction volume, but the 'shopping building' retail arm grew profit faster (¥3.4bn, +38%) as tenant reshuffling and 'oshi' fan events — their transaction value more than doubling — kept lifting store productivity.

Full year to March 2026

Reported 2026-05-15

Revenue¥276.9bn+8.8%

Operating profit¥50.2bn+12.8%

Net income¥28.5bn+7.1%

Marui — now as much a fintech as a retailer — grew operating profit 13% to ¥50bn in its year to March 2026. Its EPOS-card business remains the profit engine, while its 'shopping buildings' keep shifting from selling goods to experiences: non-merchandise and experiential tenants are now 70% of floor space, and that retail arm's profit rose 30%.

StoresNon-merchandise and experiential tenants now take 70% of the shopping buildings' floor space, and that retail arm's profit rose 30%.
SegmentThe EPOS-card fintech business remains the group's profit engine.